Propertyware Knowledge Base

How do I create a new mail merge template from a MS Word document?

To create a new Mail Merge Template from a MS Word Document:

  1. Open the document in Microsoft Word.
  2. Save the document as HTML – In Microsoft Word, click File>Save As. In the "Save as Type" field, select "Web Page".
  3. Close Microsoft Word.
  4. Find the HTML or HTML file that you created in step 2, and open it in your browser (Mozilla Firefox or Internet Explorer) by double clicking on the file.
  5. Select all of the text on the page by pressing Ctrl+ACopy the content by pressing Ctrl C.
  6. Log into your Propertyware account, go to My Mail Merge Templates and click the New Template button.
  7. Enter basic template information - Enter a template name and description, and choose what type of mail merge document you would like to create.
  8. Paste the content into your new template - In the Mail Merge Editor, click CTRL-V to paste the content you had copied in step 5.
  9. Insert merge fields – Insert any needed mail merge fields in your template from the Available Fields menu on the left side of the editor.
  10. Click the Save Button – Your new template is now ready to use.



Article Details

Last Updated
9th of November, 2010

Would you like to...

Print this page Print this page

Email this page Email this page

Post a comment Post a comment

Subscribe me

Add to favorites Add to favorites

Remove Highlighting Remove Highlighting

Edit this Article

Quick Edit

Export to PDF

User Opinions (4 votes)

50% thumbs up 50% thumbs down

How would you rate this answer?



Thank you for rating this answer.

Continue